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GranadaBook
Level 3

QBO Paid invoice balance still showing when I send recent invoices to client.

- Client has 3 open invoices i.e. May, June & July.
- in August client pays May invoice online through ACH Intuit merchant link and requests I re-send invoices link to pay the balance due.
- When I try to send the June & July invoices, it shows that the May balance is still open – although the funds received by ACH Intuit are sitting in my Undeposited Funds.
- I figured the issue is because the payment received is dated August and the invoices dates are prior to that. Nonetheless, that’s a HUGE problem because I can’t send the link to the client for payment since it shows an incorrect balance.
- I could customize the invoice template to hide history and send the invoices separately, which will force the client to enter payments twice – one for each invoice. (wasting his time and mine).
- I don’t remember having this issue in the last 2 years. I’ve been deleting those invoices and re-entering them to solve the problem. I also changed the invoices dates to after payment was received, but hell no! This is too much work.
- Can someone please advise how to fix this glitch without having to re-send 200 invoices to clients?

3 Comments 3
BettyJaneB
QuickBooks Team

QBO Paid invoice balance still showing when I send recent invoices to client.

I appreciate the details that you've given about the invoice concern that you have, @aamader.

 

We value your time and business with us. However, let me share some clarifications about the details that will appear on your invoices once paid.

 

Once the payment has been applied to an invoice, all the information that happens to the invoice will reflect on it. If you wish to remove all of the invoice history upon re-sending it, customizing the invoice template and sending the invoices separately is the only option that we have right now.

 

On the other hand, you may also check out for some third-party applications that will integrate with QuickBooks the way your business works. 

 

Also, QuickBooks committed to developing simple, intuitive software that includes new features based on the feedback we've received from customers like yourself. I'd encourage you to visit our online blog to keep you updated with our latest news and updates, including product improvements. 

 

Additionally, I've added here some articles about customizing sales templates in QuickBooks Online for your reference:

Please know that we're always here to provide assistance with any QuickBooks concern. Feel free to reach back out, and we'll be glad to help. Wishing you and your business continues success!

GranadaBook
Level 3

QBO Paid invoice balance still showing when I send recent invoices to client.

I don't think you understand my question. Here is an open invoice I'm ready to send to the client. The invoice date is 05/31/19. Today is 08/22/19. Same client sent payments after 05/31 to clear other invoices - to 06/31 & 07/31invoices. The open balance on this account today is $665.00, but as you can see, that's not what the invoice says. QBO Invoice account summary does not show any transactions/ payments after the invoice date. Since this client's last invoice was dated 07/31and he made payment in August, they'll never see the true balance when I send the invoice link. Yes, I can change the invoice template and then send invoices separately for payment, but that is time-consuming and contra-productive.
JanyRoseB
QuickBooks Team

QBO Paid invoice balance still showing when I send recent invoices to client.

Thanks for getting back to this thread, @GranadaBook.

 

Allow me to chime and help provide some additional information about the invoice account summary in QuickBooks Online (QBO).

 

In addition of what my colleague mentioned, the Account Summary in your invoice will automatically update if you are using the E-Invoicing. Also, it will only show the previous's dates transaction. 

 

If you are using the Attach as PDF, then the invoice Account Summary will show current information at the time. Check the invoice on May 31 and make sure that the invoice is marked as paid and it should not show a Balance forward to the June or July Invoices.

 

For additional reference, you may want to check this article to learn more about the different ways you can send invoices to your customers in QuickBooks Online: Send an invoice

 

Don't hesitate to leave a comment below if you have any other questions about the invoice transaction. I'll be around to help. 

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